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Stephanie Banister

Managing Member


Stephanie A. Banister is an Enrolled Retirement Plan Agent and an Enrolled Agent allowed to practice before the Internal Revenue Service. Ms Banister is also a Qualifed Pension Administrator as designated by the American Society of Pension Professionals & Actuaries. As a licensed independent ERISA fiduciary she offers an integrated program of risk management services, tools, processes, and organizational guidance to mitigate the challenges of ERISA qualified plan management and fiduciary responsibility. With over a decade of experience working in the pension industry and with growth-stage technology companies. Ms. Banister’s efforts have been well documented in The Wall Street Journal, Forbes Magazine, and Kiplinger’s Personal Finance Magazine. As a fee-only independent fiduciary, you can be assured that the service and guidance you receive are timely, without bias or conflict of interest, and with objective results aligned to your plan’s long term needs.